Other Third Party Solutions
Expert software integrations
Bringing the best in software functionality to your Dynamics 365 and Power Platform solutions
Seamless Integrations
Although Microsoft Dynamics 365 is a market leader with its power and flexibility, your business may have unique requirements that extend beyond even the scope of Dynamics 365 and the Power Platform. Fortunately, for virtually any scenario, there is a third party solution that can help to meet your needs.
However, with the vast array of software providers in the market, how can you be sure that you’re using the right product? And how will it be implemented? Strategy 365 have wide-ranging experience in solution implementation, streamlining any integration needs you may have.
Below, you can browse a selection of the solutions that we have implemented for our clients.
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Dynamics Telephony
A professional-grade application that integrates with virtually any phone system, featuring phone call list auto dialling, progressive dialling, click-to-dial, inbound call control and screen popping. All features are provided through the application embedded with MS CRM.
MS-CRM Add-Ons TelephoneIntegration
Powerful features including Caller Recognition and ‘Click2Dial’ improve productivity and ensure everything is tracked in Dynamics 365.
Additional features like Power-Dialling and Chat-Integration complete the overall CTI-solution and help you to get the most out of Dynamics 365.
intelli-CTI
A cloud-enabled Computer Telephony Integration solution that connects Microsoft Dynamics 365 with 60+ phone systems, including Skype for Business. It provides users with a single customer view, giving access to the most relevant Dynamics information from a single window, making them more efficient, and allowing them to provide a better service and handle more calls per hour.
Deep integration with Dynamics 365 makes it easy to create Leads, Opportunities and Cases during a call, as well as taking notes.
Inogic Marketing4Dynamics
Provides seamless integration between Microsoft Dynamics 365 and Mailchimp.
- Synchronise Mailchimp Audiences, Members and Tags to Dynamics 365
- Synchronise Contacts/Leads from Dynamics 365 to Mailchimp
- Synchronise Campaigns and Activities
- Dashboard & Reporting
InsideView Insights
Delivers Targeting Intelligence into your Microsoft Dynamics workflow and includes –
- Real-time data on over 13 million companies and 30 million contacts from around the world
- Insights from 40,000+ news and social media sources
- A comprehensive view of your personal and professional connections
Versium Predict
Enhance your existing marketing process with predictive analytics that allow you to precisely target your campaigns.
- Generate new leads using a predictive model
- Enhance your lead data using Versium’s data warehouse
- Score leads based on predicted behaviour
Touchdown
Touchdown is rich and intuitive marketing suite natively integrated within Microsoft Dynamics 365 & PowerApps.
- Includes the ability to market via SMS
- Fully GDPR compliant
- PDF statistical reports
- Fully integrated into Dynamics 365
- Create and publish attractive landing pages and forms
AlexaCRM WordPress Plugin
Integrate Microsoft Dynamics 365 with your WordPress website.
- Connect your website to Dynamics 365 directly, without the need for untidy iframes
- Create forms in Dynamics 365 and embed them into your WordPress pages
- Authenticate your users via Dynamics 365 entities such as Accounts and Contacts
- Use Dynamics 365 FetchXML queries directly in WordPress
MS-CRM Add-Ons AttachmentExtractor
A simple way to reduce your Dynamics 365 storage costs by migrating record attachments to SharePoint.
- Can also be used for document replication of sensitive documents
- Full integration means a seamless experience for the end user
- In addition to attachments, emails and notes and their contents can be replicated for indexing purposes.
Dynamic Objects’ Dynamics SharePoint Organizer
Improves upon the native CRM to SharePoint functionality by providing usability and customisation options
- Simpler uploading of documents
- Configurable folder structure
- Configurable metadata, allowing you to view Dynamics record data against attachments in SharePoint
Adobe Acrobat Sign
Quickly complete contracts and forms and capture a legally-compliant digital signature.
- Capture signatures on a mobile device, in a browser or in-app
- High industry-standard security
DocuSign
Whether approving a purchase, closing a sale, or signing an agreement, it’s easy with DocuSign; reliable and trusted worldwide for electronic signatures.
- Sign agreements from almost anywhere
- DocuSign’s infrastructure provides high availability
- Open and extensible platform to provide vast customisation options
Dynamics 365 Workflow Tools
Take your workflows to the next level, with this advanced set of additional functions. Includes –
- Forcing the re-calculation of a roll-up field
- Removing a contact from all marketing lists
- Updating all child records of a parent record
TKDialogs
Agent Call Scripting and Web Self-Service for Dynamics 365
- Build scripts without coding
- Improve CRM adoption
- Improve Customer Service performance
Business Process Activities by North52
A suite of components to assist with the building of business processes into Dynamics 365 without the need for costly development expertise.
- Formula Manager – adds 300+ Excel-like functions
- Process Genie – Use formulas in Dynamics workflows
- Scheduler – A scheduling engine for Dynamics workflows
- SmartFlow – Powerful conditional logic and calculations
- xCache – Improves performance by caching static data
- WebFusion – Connects CRM to REST-based web services
- Decision Tables – build complex rules and associated actions
Maplytics
Seamless integration between Bing Maps and Dynamics, with an array of powerful features including:
- Data geocoding and plotting – view your records on maps as differently-coloured pins based on your own categorisation
- Radius search – find nearby records to maximise your business time
- Automatic scheduling – schedule your appointments automatically along optimised routes
- Territory management – create bespoke geographical territories that exactly meet your business requirements
Mapsimise
Prepare your address-based business data, and let Mapsimise do the hard work of plotting it on a map, including contact locations, assets, properties, store locations and appointments. Anything that has an address can be visualised on a map.
Mapsimise takes routing further with adjustable start times and duration for each leg of your itinerary. Re-order visits by simple dragging and dropping.
MappyField365
A robust mapping plugin to visualise CRM data on a map with support for Power Apps (CDS) empowering in-the-field professionals with powerful features including:
- Data Visualisation: Plot multiple CRM entities on the map and view the desired data with filters for further actions.
- Route Planner: Create and share optimised routes with your in-the-field team members.
- Task Management: Create tasks and appointments from the map while on the go.
- Live User Tracking: Keep track of your team’s activities and get live updates of their whereabouts.
- Heat Map Visualisation: Visualise and analyse your Dynamics 365 data in real-time with Dynamics 365 heatmap visualisation.
Paribus Discovery
A data deduplication tool that identifies duplicate records across Accounts, Leads and Contacts, and merges them within Dynamics 365. It is able to find duplicates based on –
- phonetic matching (Brian and Bryan)
- synonyms or abbreviations (Bob and Robert)
- word segmentation (QGate and Q-Gate)
- sequencing variations (Oxford University and University of Oxford)
Paribus Interactive
An enhanced Search and Lookup solution, embedded into Dynamics 365, that makes it easier for users to find information and populate relevant forms in one click.
Smart search technology, powered by the Paribus Fuzzy Matching Engine, makes it quick and easy to find the right record, first time.
Creditsafe API
Create and update your company records at the touch of a button, minimising the need for manual data entry, saving time and money. Creditsafe’s real-time data integration matches your customer records to their database to confirm, amend and enhance the company data you hold.
DQ for Dynamics Capture
A suite of data capture tools that help to validate and authenticate customer data at the point of entry in Dynamics 365.
The tools include Address Search, Email Authentication and Phone Authentication, which work in real-time to ensure that only high-quality customer data is entered.
The tools reduce data entry and rework in a simple pay-as-you-go model.
DQ for Dynamics Cleanse
A range of tools for Dynamics 365 admin users for bulk data cleansing, validation, verification, and enrichment of CRM records.
DQ for Dynamics Cleanse helps to clean up email, phone, address fields, company and contact data, and record suppression. The goal is to make data cleansing a simple task and to improve the confidence in the data for your company's marketing and sales teams.
DQ for Dynamics Consolidate
A record matching, mastering, and merging solution for Microsoft Dynamics 365 Sales and Dynamics CRM.
DQ for Dynamics Consolidate helps to tackle duplicates by providing additional capabilities not included with out-of-the-box record merge tools, including scheduled CRM record matching sessions, deduplication of standard or custom entities, cross-matching and merging, master record management and data change auditing.
The solution uses fuzzy matching algorithms and data transformations to uncover non-identical duplicates and provides multi-record review, automated duplicate processing, and lead record management.
Shrinky
Dynamics 365 storage space is often a concern for organisations, particularly when tracking many emails per day against contact records. Shrinky works by analysing these activity records and looks for repeated images (company logos in signatures, for instance), removing the repetition and changing these activities to look at one instance of the image, thus freeing up space.
Synchronicity Echo
Effortless migration from on-premise Dynamics to Dynamics 365
- Proven, reliable technology
- Fixed price
- Minimal downtime
Cobalt Migration Dynamics
Migrate your on-premises CRM data to CRM Online without any interruption to your business.
- Purpose-built for migrating whole CRM systems
- Intelligent database schema mapping
- Zero downtime. Continue to work as your data is migrated
Experlogix CPQ
Provides comprehensive, flexible CPQ solutions to all types of businesses running Microsoft Dynamics
- Supports Cloud or On-Premise Dynamics 365/CRM
- Only one CPQ system required for both CRM and ERP
- Mirrors the look and feel of Dynamics
- Powerful integration
BlueprintCPQ
Works seamlessly with the Dynamics 365 Quote screen.
- Deploy complex rules and calculations
- Intuitive, easy-to-use configuration
- Workflows and Approvals can be applied to quotes
- Generate Word and PDF quote documents
Expertlogix Document Automation
Provides robust features empowering your business users to simplify, optimise and automate any document processes.
- Smart Flows features powerful tools to automate simple or complex, consistent document flows without coding skills, streamlining your processes from creation to delivery
- Design dynamic and compelling document templates leveraging Microsoft Word
- Prebuilt integrations to DocuSign, Sertifi, OneSpan Sign and Adobe Sign for e-signature capture
- Wizard-driven expressions can be configured to incorporate calculations and complex conditions
MS-CRM Add-Ons DocumentsCorePack
Helps to streamline and simplify document generation requirements.
- Easy to use template designer based on Microsoft Word
- Can be used within Canvas Apps
- Outputs in a range of formats including PDF, .docx and HTML
- Combines with Microsoft Power Automate and classic workflows to enable automatic document generation
Encodian Flowr
Enhances Microsoft Power Automate with 150+ additional actions, including
- Populate a Word or PowerPoint document with your own data programmatically
- Multiple conversion options - convert to PDF, Image, Visio, Word and more
- Merge and split documents
- Automatically add a watermark to a document
- Using OCR to extract text from an image
PortalXpand
PortalXpand is a next-generation portal solution for Dynamics 365 to streamline your customer/partner engagement for enhanced customer service. Manage your operations for external users with a complete self-service interface.
- A self-configurable and hassle-free platform
- Build your pages and configure directly with Dynamics 365 entities
- Role-based data visibility and data access
- Secured solution with Microsoft Technologies
- A fully responsive portal, with ease of access on any device
Stock Management
A perfect plugin to streamline stock and purchase management. Keep a complete track of inventory, purchase orders, inward and outward flow of stocks and more for a complete warehouse management.
- Native Solution: A ready-to-integrate solution for Dynamics 365 sales for easy integration.
- No More Stockouts: Get regular alerts from Microsoft Inventory Management Software whenever products go in low stock.
- Reduced Errors: Keep track of the inward and outward flow of the stocks and also generate POs and invoices with a single click based on the stock requirements.
Calendar 365
Managing all your customers, appointments, meetings, etc. in Dynamics CRM while keeping a separate calendar? Not any more! Calendar 365 is all you need for more productive days. Get an overview of scheduled, ongoing, and completed activities of the whole team.
- Improved Activity Management. Create and manage your activities and tasks related to accounts, contacts, users, teams, and facility/equipment effortlessly.
- Shareable Calendar. Easily share your calendar or ask your team members to share their calendar with you or the entire team right from the CRM calendar.
- Resource Management. Manage your facility/equipment, business management, contacts, users, teams, and accounts from the Dynamics CRM calendar.
Sage 50C & 200 Dynamics 365 Connector
Redware's Sage connectors automatically copy invoices from Dynamics 365 without any re-typing. Customers and products are pulled over and VAT calculated with customer and invoice balances and product stock levels tracked in CRM.
Other features include:
- Data migration.
- Copy Invoices and Credit Notes from Dynamics 365 into the accounting package.
- Either way synchronisation of Customers and Products.
- Calculation of VAT - including EU and Worldwide Tax.
- Outstanding Invoice amounts are tracked in Dynamics 365.
- Customer Balances and Credit Limits are tracked in Dynamics 365.
- Product stock quantities are tracked in Dynamics 365.
- Create Purchase Orders directly from the Invoice item.
- Support for nominal and tracking codes .
Sage 50C Dynamics 365 Connector Details
Sage 200 Dynamics 365 Connector Details
Xero Dynamics 365 Connector
Invoices created in Microsoft Dynamics 365 are automatically copied over into Xero, together with any associated Customers and Products, without any re-typing.
Other features include:
- Either way synchronisation and data migration of Customers and Products.
- Calculation of VAT – including EU and Worldwide Tax.
- Add a link or load the accounting invoice PDF into Dynamics 365.
- Outstanding Invoice amounts are tracked in Dynamics 365.
- Customer Balances and Credit Limits are tracked in Dynamics 365.
- Product stock quantities are tracked in Dynamics 365.
- Create Purchase Orders directly from the Invoice item.
- Support for nominal and tracking codes .
QuickBooks Dynamics 365 Connector
Invoices created in Microsoft Dynamics 365 are automatically copied over into QuickBooks Online, together with any associated Customers and Products, without any re-typing.
Other features include:
- Copy Invoices and Credit Notes from Dynamics 365 into the accounting package.
- Either way synchronisation and data migration of Customers and Products.
- Calculation of VAT – including EU and Worldwide Tax.
- Add a link or load the accounting invoice PDF into Dynamics 365.
- Outstanding Invoice amounts are tracked in Dynamics 365.
- Customer Balances and Credit Limits are tracked in Dynamics 365.
- Product stock quantities are tracked in Dynamics 365.
- Create Purchase Orders directly from the Invoice item.
- Support for nominal and tracking codes .
Please contact us to learn more about how Strategy 365 can assist your business with Dynamics 365 and third party solution integrations.
